CRA Financial Services’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.62M | Sell |
28,211
-1,102
| -4% | -$98K | 0.34% | 66 |
|
|
2025
Q4 | $2.35M | Sell |
29,313
-266
| -0.9% | -$22K | 0.31% | 70 |
|
|
2025
Q3 | $2.23M | Sell |
29,579
-177
| -0.6% | -$12.9K | 0.31% | 66 |
|
|
2025
Q2 | $2.07M | Sell |
29,756
-404
| -1% | -$28.1K | 0.32% | 66 |
|
|
2025
Q1 | $2.14M | Buy |
30,160
+799
| +3% | +$56.4K | 0.37% | 56 |
|
|
2024
Q4 | $2.1M | Sell |
29,361
-1,579
| -5% | -$123K | 0.36% | 52 |
|
|
2024
Q3 | $2.62M | Sell |
30,940
-250
| -0.8% | -$19.5K | 0.48% | 42 |
|
|
2024
Q2 | $2.21M | Sell |
31,190
-430
| -1% | -$30.5K | 0.45% | 41 |
|
|
2024
Q1 | $2.02M | Buy |
31,620
+148
| +0.5% | +$8.67K | 0.44% | 44 |
|
|
2023
Q4 | $1.91M | Buy |
31,472
+329
| +1% | +$18.8K | 0.47% | 41 |
|
|
2023
Q3 | $1.78M | Buy |
31,143
+223
| +0.7% | +$15.4K | 0.49% | 40 |
|
|
2023
Q2 | $2.29M | Buy |
30,920
+4,409
| +17% | +$334K | 0.62% | 35 |
|
|
2023
Q1 | $2.04M | Buy |
26,511
+83
| +0.3% | +$6.38K | 0.61% | 34 |
|
|
2022
Q4 | $2.21M | Buy |
26,428
+163
| +0.6% | +$13.2K | 0.72% | 30 |
|
|
2022
Q3 | $2.06M | Buy |
26,265
+85
| +0.3% | +$7.21K | 0.74% | 27 |
|
|
2022
Q2 | $2.03M | Sell |
26,180
-230
| -0.9% | -$17.5K | 0.7% | 29 |
|
|
2022
Q1 | $2.24M | Buy |
26,410
+127
| +0.5% | +$10.2K | 0.67% | 28 |
|
|
2021
Q4 | $2.45M | Buy |
26,283
+2,072
| +9% | +$179K | 0.73% | 25 |
|
|
2021
Q3 | $1.9M | Buy |
24,211
+13
| +0.1% | +$1.05K | 0.64% | 27 |
|
|
2021
Q2 | $1.77M | Buy |
24,198
+15
| +0.1% | +$1.13K | 0.62% | 30 |
|
|
2021
Q1 | $1.83M | Sell |
24,183
-52
| -0.2% | -$4.06K | 0.71% | 29 |
|
|
2020
Q4 | $1.87M | Sell |
24,235
-221
| -0.9% | -$16.5K | 0.79% | 27 |
|
|
2020
Q3 | $1.7M | Buy |
24,456
+12
| +0% | +$828 | 0.81% | 25 |
|
|
2020
Q2 | $1.47M | Buy |
24,444
+16
| +0.1% | +$958 | 0.78% | 30 |
|
|
2020
Q1 | $1.47M | Buy |
24,428
+12
| +0% | +$754 | 0.94% | 26 |
|
|
2019
Q4 | $1.48M | Buy |
24,416
+12
| +0% | +$701 | 0.81% | 33 |
|
|
2019
Q3 | $1.42M | Sell |
24,404
-1,120
| -4% | -$60.6K | 0.86% | 32 |
|
|
2019
Q2 | $1.31M | Buy |
25,524
+1,616
| +7% | +$79.5K | 0.79% | 36 |
|
|
2019
Q1 | $1.16M | Buy |
23,908
+2,556
| +12% | +$117K | 0.75% | 38 |
|
|
2018
Q4 | $928K | Buy |
+21,352
| New | +$934K | 0.67% | 41 |
|
Other funds holding NEE
VCM
VPM
